m+ funds®

defined outcome investments

Our Funds

New m+ funds are offered frequently. The following funds are currently in their primary offering period.

m+ Preservation 100 FundSeries 7-23
Upside* 1-to-1 of SPY up toCapped Return: [12-16]% Downside* Maximum Loss: 0%
Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBYX Fee-based CUSIP62479G478 Standard CUSIP62479G486
m+ Buffer 20 FundSeries 1-49
Upside* 1-to-1 of SPY up toCapped Return: [13-17]% Downside* Buffer: 20% Protection against price decreases to -20%
Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBXX Fee-based CUSIP62479G791 Standard CUSIP62479G817
m+ Buffer 20 FundSeries 1-48
Upside* 1-to-1 of FXI up toCapped Return: 27.00% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date01.23.2026 Reference AssetiShares® China Large-Cap (FXI) SymbolMPLBWX Fee-based CUSIP62479G825 Standard CUSIP62479G833
m+ Preservation 95 FundSeries 7-22
Upside* 1-to-1 of SPY up toCapped Return: 17.70% Downside* Maximum Loss: 5%
Maturity Date10.30.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBVX Fee-based CUSIP62479G445 Standard CUSIP62479G437
m+ Buffer 20 FundSeries 1-47
Upside* 1-to-1 of IWM up toCapped Return: 22.70% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date04.17.2026 Reference AssetiShares® Russell 2000 ETF (IWM) SymbolMPLBUX Fee-based CUSIP62479G460 Standard CUSIP62479G452
m+ Preservation 100 FundSeries 7-21
Upside* 1-to-1 of SPY up toCapped Return: 13.15% Downside* Maximum Loss: 0%
Maturity Date10.30.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBTX Fee-based CUSIP62479G841 Standard CUSIP62479G858
m+ Buffer 20 FundSeries 1-46
Upside* 1-to-1 of SPY up toCapped Return: 16.13% Downside* Buffer: 20% Protection against price decreases to -20%.
Maturity Date03.31.2026 Reference AssetSPDR® S&P 500® ETF (SPY) SymbolMPLBSX Fee-based CUSIP62479G866 Standard CUSIP62479G874
m+ Buffer 15 FundSeries 1-45
Upside* 1-to-1 of QQQ up toCapped Return: 24.32% Downside* Buffer: 15% Protection against price decreases to -15%
Maturity Date03.31.2026 Reference AssetInvesco QQQ Trust SymbolMPLBRX Fee-based CUSIP62479G429 Standard CUSIP62479G411
m+ Buffer 20 FundSeries 1-43
Upside* 1-to-1 of SMH up toCapped Return: 35.00% Downside* Buffer: 20% Protection against price decreases to -20%
Maturity Date12.31.2025 Reference AssetVanEck Semiconductor ETF (SMH) SymbolMPLBOX Fee-based CUSIP62479G379 Standard CUSIP62479G361

*On the Maturity Date only, based on the Inception Value per Unit, and subject to reduction based on fees and expenses. This description is not intended to be complete. You should consider the fund’s investment objective, risks and charges & expenses carefully before investing. Contact your financial advisor and read the prospectus below, which contains this and other information on the fund. Read it carefully before you invest. Offers are made only by prospectus.

News & Insights

Beyond 60/40 Ep. 27: Commercial Real Estate and Defined Outcome Investing

Nick Parcharidis, iCapital’s Managing Director, Private Wealth Solutions, joins Anastasia Amoroso, iCapital’s Chief Investment Strategist, to answer an audience question of the month.

Defined Outcome Investing

With m+ funds, there is now a new way to retain ETF exposure but have greater control in potentially limiting losses during severe market pullbacks.

iCapital Network® to Acquire Axio Financial, a Leading Service Provider to the U.S. Structured Notes Market

You can find iCapital & m+ Funds at their new home at (212) 994-7400 or info@icapitalnetwork.com

Our Team

The team at m+ funds leverages decades of experience in the structured products, asset management, derivatives, capital markets and wealth management industry to construct and deliver m+ funds. They focus solely on innovative index and ETF solutions and pioneered the development of the defined outcome sector since its very inception.